SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Meridian Wealth Partners, LLC's Holding History (CIK: 0001781942)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 35,532 Value ($000) $975 Avg Close — Range —
Q3 2025
Shares 49,338 Value ($000) $1,347 Avg Close — Range —
Q2 2025
Shares 67,962 Value ($000) $1,801 Avg Close — Range —
Q1 2025
Shares 65,819 Value ($000) $1,840 Avg Close — Range —
Q4 2024
Shares 60,549 Value ($000) $1,654 Avg Close — Range —
Q3 2024
Shares 21,292 Value ($000) $1,800 Avg Close — Range —
Q2 2024
Shares 21,725 Value ($000) $1,689 Avg Close — Range —
Q1 2024
Shares 22,132 Value ($000) $1,784 Avg Close — Range —
Q4 2023
Shares 22,125 Value ($000) $1,684 Avg Close — Range —
Q3 2023
Shares 22,342 Value ($000) $1,581 Avg Close — Range —
Q2 2023
Shares 20,725 Value ($000) $1,505 Avg Close — Range —
Q1 2023
Shares 20,716 Value ($000) $1,516 Avg Close — Range —
Q4 2022
Shares 20,713 Value ($000) $1,565 Avg Close — Range —
Q3 2022
Shares 20,699 Value ($000) $1,375 Avg Close — Range —
Q2 2022
Shares 20,685 Value ($000) $1,482 Avg Close — Range —
Q1 2022
Shares 20,671 Value ($000) $1,631 Avg Close — Range —
Q4 2021
Shares 20,682 Value ($000) $1,672 Avg Close — Range —
Q3 2021
Shares 20,743 Value ($000) $1,540 Avg Close — Range —
Q2 2021
Shares 18,312 Value ($000) $1,385 Avg Close — Range —
Q1 2021
Shares 13,197 Value ($000) $962 Avg Close — Range —
Q4 2020
Shares 13,287 Value ($000) $852 Avg Close — Range —
Q3 2020
Shares 13,274 Value ($000) $734 Avg Close — Range —
Q2 2020
Shares 13,323 Value ($000) $689 Avg Close — Range —
Q1 2020
Shares 13,724 Value ($000) $617 Avg Close — Range —
Q4 2019
Shares 14,521 Value ($000) $841 Avg Close — Range —